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Will Writing

Making a Will is vital in Inheritance Tax (IHT) planning and it is important to ensure it is well written and planned correctly.

A carefully drafted Will can help your heirs plan for IHT appropriately by making the most of the tax reliefs available and ensuring your assets go where you want them. Failure to make a Will may see your assets divided according to intestacy rules.

Whatever you do, do not assume that a Will drawn up many years ago is still going to hold good - a regular review of its provisions, and relevance to your changing circumstances, is essential. After all, most people would prefer their wealth to be passed on to their families rather than HM Revenue & Customs.

We have access to a number of legal service providers which can arrange Wills on your behalf as part of the service and advice we provide when it comes to protecting you and your estate.

The writing of a Will involves the referral to a service that is separate anddistinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

James Trickett & Son Financial Services is a trading name of James Trickett & Son (Financial Services) Ltd. James Trickett & Son (Financial Services) Ltd is registered in England and Wales, Number 06470117. Registered Office: 382 Newchurch Road, Rawtenstall, Rossendale, Lancashire, BB4 7SN.